Position history for Beacon Pointe Advisors, LLC's holdings in SCHWAB STRATEGIC TR
Beacon Pointe Advisors, LLC holds 6.7M shares of SCHG (SCHWAB STRATEGIC TR), worth $195.2M as of 2026-Q1. The position was increased (+84.1% shares). SCHG represents 1.0% of Beacon Pointe Advisors, LLC's portfolio.
Current Value
$195.2M
Current Shares
6.7M
Total Value Change
+$116.9M
Total Shares Change
+5.9M
Other major holders of SCHG: Kestra Advisory Services, LLC, ENVESTNET ASSET MANAGEMENT INC
Increased |
| 6.7M |
+84.1% |
| $195.2M |
| 1.0% |
| $30.64 |
75 |
| 2025-Q4 | Decreased | 3.6M | -0.1% | $118.7M | 0.8% | $32.88 | 0 |
| 2025-Q3 | Decreased | 3.6M | -0.2% | $116.3M | 1.0% | $31.75 | 0 |
| 2025-Q2 | Increased | 3.7M | +0.2% | $106.7M | 1.1% | $28.96 | 47 |
| 2025-Q1 | Increased | 3.6M | +4.6% | $91.2M | 1.0% | $24.95 | 49 |
| 2024-Q4 | Increased | 3.5M | +334.8% | $97.1M | 1.1% | $28.03 | 76 |
| 2024-Q3 | Increased | 801,075 | +3.2% | $83.5M | 1.0% | $25.78 | 43 |
| 2024-Q2 | Increased | 776,193 | +0.5% | $78.3M | 0.9% | $25.06 | 42 |